Details the trials and tribulations of doing custom development with Epicor 9.

Monday, April 11, 2011

Epicor 9 and User Defined Codes

When customizing Epicor 9, you might find you require additional fields for a given table.

For example, we have a client who organizes sales regions into sales districts. So, on the Sales Region Maintenance screen, we want the user to be able to select a district.

BEFORE

AFTER

You can customize the form, by adding a TextBox for SalesRegion.Character01 field, but it is better to have the user select from a range of choices.

Previously to accomplish this, you would have to add the sales districts into a user-defined table, and then add a combo box which populates from that table.

The easier way is to use something called User Defined Codes Maintenance.

Step 1 - Define User Codes

Located under System Management -> Utilities -> User Codes, open the "User Defined Codes Maintenance screen".

Create a Code Type, and then assign values (Code, and Code Description). In my case, I created a Code Type called "District", and added 4 codes, with descriptions "Northern District", "Southern District", etc. Each code also has a shorter Code ID.

8 comments:

I was following this guide and everything was fine until Step 3. Searching EpicWeb, found this extra tip to make it work:

If you experience issues with the combo box not populating correctly and are running Epicor 9 on a SQL server then try the following. Be sure that you have created the User Defined Codes, added the Extended Property, exited Epicor 9 and are adding the combo as a "new" control to the form. If it still does work then try restarting the app server and then add a new combo box to your customization.

About Me

I currently work at Intranet Connections, which produces intranet software. I graduated from UBC with a BSc in Computer Science in 1998, and an MOT MBA from SFU in 2013. I've worked in information security, e-commerce, ERP development, and now intranets. I've lived and worked in Singapore, Manhattan, Calgary, and now back in my hometown of Vancouver.